ISHARES GLOBAL ENERGY ETF (IXC) Institutional Shareholders
ISHARES GLOBAL ENERGY ETF (IXC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $983.67M in IXC holdings during the latest filing period.
Fisher Asset Management, Llc is currently the largest disclosed institutional shareholder of IXC tracked by InsiderSet, reporting ownership valued at approximately $143.36M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $171.78M, representing an estimated gain of +19.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed IXC value among the investors covered in this analysis. Major shareholders include Fisher Asset Management, Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES GLOBAL ENERGY ETF (IXC).
This page ranks the largest institutional IXC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
331
Total Reported Value
$983.67M
Largest Holder
Fisher Asset Management, Llc
Largest Position
$143.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fisher Asset Management, Llc | 0.04% | 2,917,909 | $143,356,869 | $171,777,303 | +$28,420,434 | +19.82% | |
| Morgan Stanley | 0.01% | 2,451,087 | $120,421,931 | $144,295,492 | +$23,873,561 | +19.82% | |
| Bank Of America Corp | 0.00% | 1,059,847 | $52,070,279 | $62,393,193 | +$10,322,914 | +19.82% | |
| Focus Partners Wealth | 0.04% | 781,346 | $38,387,581 | $45,997,839 | +$7,610,258 | +19.82% | |
| Schroder Investment Management Group | 0.03% | 763,840 | $37,733,696 | $44,967,261 | +$7,233,565 | +19.17% | |
| Evergreen Capital Management Llc | 0.55% | 639,408 | $31,414,092 | $37,641,949 | +$6,227,857 | +19.83% | |
| Goldman Sachs Group Inc | 0.00% | 586,691 | $28,824,129 | $34,538,499 | +$5,714,370 | +19.82% | |
| Verger Capital Management Llc | 8.21% | 570,320 | $28,019,840 | $33,574,738 | +$5,554,898 | +19.82% | |
| Versant Capital Management, Inc | 2.19% | 497,916 | $24,462,597 | $29,312,315 | +$4,849,718 | +19.83% | |
| Treasurer Of The State Of North Carolina | 0.06% | 463,585 | $22,776,000 | $27,291,249 | +$4,515,249 | +19.82% | |
| Ubs Group Ag | 0.00% | 403,811 | $19,839,234 | $23,772,354 | +$3,933,120 | +19.82% | |
| Lpl Financial Llc | 0.00% | 324,155 | $15,925,751 | $19,083,005 | +$3,157,254 | +19.82% | |
| Mfa Wealth Advisors, Llc | 2.55% | 304,539 | $14,961,999 | $17,928,211 | +$2,966,212 | +19.82% | |
| Royal Bank Of Canada | 0.00% | 290,022 | $14,248,000 | $17,073,595 | +$2,825,595 | +19.83% | |
| Ci Investments Inc. | 0.04% | 284,453 | $13,975,176 | $16,745,748 | +$2,770,572 | +19.82% | |
| Cetera Investment Advisers | 0.01% | 275,110 | $13,516,132 | $16,195,726 | +$2,679,594 | +19.83% | |
| Van Cleef Asset Management,Inc | 1.35% | 269,735 | $13,252,088 | $15,879,299 | +$2,627,211 | +19.82% | |
| Wells Fargo & Company/Mn | 0.00% | 235,836 | $11,586,598 | $13,883,665 | +$2,297,067 | +19.83% | |
| Financial Advisory Corp | 1.47% | 226,108 | $11,108,686 | $13,310,978 | +$2,202,292 | +19.82% | |
| Marshall Wace, Llp | 0.01% | 211,416 | $10,386,868 | $12,446,060 | +$2,059,192 | +19.82% | |
| Ameriprise Financial Inc | 0.00% | 208,252 | $10,231,387 | $12,259,795 | +$2,028,408 | +19.83% | |
| Federation Des Caisses Desjardins Du Quebec | 0.03% | 181,700 | $8,926,921 | $10,696,679 | +$1,769,758 | +19.82% | |
| Morningstar Investment Management Llc | 0.55% | 154,885 | $8,922,925 | $9,118,080 | +$195,155 | +2.19% | |
| Raymond James Financial Inc | 0.00% | 178,369 | $8,763,237 | $10,500,583 | +$1,737,346 | +19.83% | |
| Commonwealth Equity Services, Llc | 0.01% | 168,344 | $8,270,740 | $9,910,411 | +$1,639,671 | +19.82% | |
| Flow Traders U.S. Llc | 0.32% | 158,120 | $7,768,000 | $9,308,524 | +$1,540,524 | +19.83% | |
| Strategic Wealth Investment Group, Llc | 0.94% | 157,645 | $7,745,093 | $9,280,561 | +$1,535,468 | +19.83% | |
| Sigma Planning Corp | 0.18% | 142,509 | $7,001,484 | $8,389,505 | +$1,388,021 | +19.82% | |
| Alliancebernstein L.P. | 0.00% | 116,360 | $6,703,500 | $6,850,113 | +$146,613 | +2.19% | |
| Proficio Capital Partners Llc | 0.24% | 136,125 | $6,687,821 | $8,013,679 | +$1,325,858 | +19.82% | |
| Cambria Investment Management, L.P. | 0.32% | 131,464 | $6,458,826 | $7,739,286 | +$1,280,460 | +19.82% | |
| Susquehanna International Group, Llp | 0.01% | 129,339 | $6,354,425 | $7,614,187 | +$1,259,762 | +19.82% | |
| Osaic Holdings, Inc. | 0.01% | 121,071 | $5,949,916 | $7,127,450 | +$1,177,534 | +19.79% | |
| Client 1St Advisory Group, Llc | 1.51% | 114,299 | $5,615,498 | $6,728,782 | +$1,113,284 | +19.83% | |
| Cullen/Frost Bankers, Inc. | 0.05% | 112,456 | $5,524,963 | $6,620,285 | +$1,095,322 | +19.82% | |
| Ayalon Insurance Comp Ltd. | 0.65% | 107,474 | $5,280,000 | $6,326,994 | +$1,046,994 | +19.83% | |
| Gentrust, Llc | 0.20% | 105,149 | $5,165,990 | $6,190,122 | +$1,024,132 | +19.82% | |
| Banco Santander, S.A. | 0.03% | 97,784 | $4,804,128 | $5,756,544 | +$952,416 | +19.82% | |
| Envestnet Asset Management Inc | 0.00% | 96,873 | $4,759,354 | $5,702,914 | +$943,560 | +19.83% | |
| Stifel Financial Corp | 0.00% | 96,620 | $4,747,007 | $5,688,019 | +$941,012 | +19.82% | |
| Pinnacle Associates Ltd | 0.05% | 94,593 | $4,647,354 | $5,568,690 | +$921,336 | +19.82% | |
| Factor Wealth Management Ltd | 0.70% | 94,559 | $4,645,677 | $5,566,688 | +$921,011 | +19.83% | |
| Jones Financial Companies Lllp | 0.00% | 91,498 | $4,533,613 | $5,386,487 | +$852,874 | +18.81% | |
| Pgim Custom Harvest Llc | 0.06% | 90,043 | $4,423,789 | $5,300,831 | +$877,042 | +19.83% | |
| Bank Of Montreal | 0.00% | 85,901 | $4,220,317 | $5,056,992 | +$836,675 | +19.82% | |
| Envestnet Portfolio Solutions, Inc. | 0.02% | 83,169 | $4,084,583 | $4,896,159 | +$811,576 | +19.87% | |
| Northland Securities, Inc. | 2.24% | 78,141 | $3,839,066 | $4,600,161 | +$761,095 | +19.82% | |
| Sierra Summit Advisors Llc | 0.39% | 71,228 | $3,499,432 | $4,193,192 | +$693,760 | +19.82% | |
| Prudential Plc | 0.02% | 69,575 | $3,418,220 | $4,095,880 | +$677,660 | +19.82% | |
| Beacon Pointe Advisors, Llc | 0.02% | 68,647 | $3,372,625 | $4,041,249 | +$668,624 | +19.83% |
Frequently asked questions about IXC
Who owns the most IXC stock?
The largest holders of IXC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES GLOBAL ENERGY ETF (IXC).
Is IXC widely held by superinvestors?
Many widely followed stocks like IXC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IXC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.